AI for investment banking - AI tools

Mako AI streamlines research, analysis, and drafting for investment firms using secure, AI-driven technology, featuring enterprise search and a centralized knowledge base.

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Rafa.ai is an AI-powered investing app designed to assist users in building wealth through data-driven strategies and portfolio management.

• Freemium
• From 29$
• API

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

Slated AI leverages artificial intelligence to analyze thousands of transcripts, podcasts, product demos, and interviews, helping users identify key changes and insights for investment research.

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Benki offers interpretable AI solutions for M&A, streamlining due diligence, sourcing, risk analysis, and compliance with transparent audit trails.

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Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

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Bedrock AI is an AI platform designed for institutional investors to enhance investment decisions by extracting, analyzing, and tabulating market insights from various data sources.

• Free Trial

Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.

• Other

8VDX is an AI-powered platform that transforms manual credit investing processes into automated workflows for Private Credit and Hedge Funds, offering features like investment memo generation and smart bond screening.

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Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

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Rogo AI is a domain-specific AI platform designed for financial institutions like investment banks, private equity firms, and hedge funds, enhancing research and analysis capabilities. It offers secure, accurate AI solutions tailored to financial workflows.

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Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.

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Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

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Axyon AI provides AI-powered solutions for investment managers, improving performance with predictive asset signals and optimized model strategies.

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Decisional is an AI Financial Analyst for Private Markets, automating workflows, enabling deep data analysis, and improving decision-making accuracy for financial firms.

• Free Trial
• From 99$

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

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Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

• Free

VantedgeAI offers AI-driven analytical assistants for financial and legal document analysis, bond research, data room insights, and table extraction, ensuring fast, accurate, and secure decision-making.

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Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

• Paid
• From 29$

WellTrade.ai is an AI-powered financial advisor that provides data-driven investment recommendations for stocks and ETFs. It simplifies investing by analyzing comprehensive financial data to offer clear buy, sell, or hold advice.

• Free

LinqAlpha is an AI platform designed for hedge funds and asset managers, providing advanced investment research capabilities using proprietary data and finance-specific AI agents.

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MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

Rize Capital is an AI-powered investment chatbot that provides instant, accurate answers to complex financial questions, leveraging institutional-grade data for stocks, ETFs, cryptocurrencies, and more.

• Free

Sagehood provides AI-driven insights for stock market investors, utilizing specialized AI agents to analyze market trends, risks, and opportunities for informed decision-making. It offers portfolio monitoring and daily market intelligence.

• Freemium
• From 30$

Investiment.io is a platform that uses generative AI to analyze news, earnings calls, and financial data, helping traders make informed decisions.

• Free

Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

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